Tax Reporting Analyst Press ENTER to read the content or TAB to skip.

Tax Reporting Analyst

We are looking for a detail-oriented Tax Reporting Analyst to join our Operations team. You will manage the end-to-end process of receiving, tracking, and processing Schedule K-1 forms from a diverse portfolio of private investment partnerships. Your contributions will ensure timely and accurate tax reporting and compliance, directly supporting our finance and tax teams. This position offers a pay rate of $35 per hour and requires the ability to work from our Cambridge, MA office at least two days per week and/or as required by company policy.

What You’ll Do:

• Track and monitor incoming Schedule K-1 forms across multiple partnerships and entities to meet deadlines
• Upload K-1s securely into tax preparers’ portals and maintain confidentiality of sensitive data
• Organize and maintain digital records of all received K-1s in a structured filing system
• Update and maintain a centralized tracking system (spreadsheet or database) to monitor form status, deadlines, and discrepancies
• Collaborate with Financial Reporting and Operations teams (FROR) to resolve missing or delayed K-1s promptly
• Support compilation and reconciliation of K-1 data for tax reporting purposes as needed

What We’re Looking For:

• 1–3 years of experience in accounting, tax, investment administration, or document management
• At least 1–2 years of relevant experience working with K-1s
• Working knowledge of Schedule K-1 forms and their role in tax reporting
• Strong proficiency in Microsoft Excel and familiarity with document management systems
• Experience with secure file transfer protocols and investor portals to safeguard confidential information

Preferred Qualifications:

• Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
• Previous experience in a family office, tax firm, or investment firm environment

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_{ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.}